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小K播早报|OpenAI联手博通和台积电打造自研芯片 马斯克的xAI寻求400亿美元估值融资

Xiao K's Morning News | OpenAI collaborates with broadcom and taiwan semiconductor to develop self-designed chips, Musk's xAI seeks a financing valuation of 40 billion USD

cls.cn ·  Oct 30 08:51

Today's star morning report highlights: ① USA issues restrictions on high-tech investments in China, Chinese response; ② Shenzhou 19 manned spacecraft successfully launched; ③ Global first international standard for stem cell data management released; ④ EU decides to impose final anti-subsidy duties on Chinese electric autos for five years; ⑤ Advanced Micro-Fabrication Equipment Inc. China's third-quarter net income increased by 152.63% year-on-year.

On October 30th, the daily report of the Star Market. The main topics today include: the United States issuing restrictions on high-tech investments in China with a response from the Chinese side; the successful launch of the Shenzhou-19 manned spacecraft; the release of the world's first international standard for stem cell data management; the European Union deciding to impose a final anti-subsidy tax on Chinese electric vehicles for a period of five years; Advanced Micro-Fabrication Equipment Inc. China's net income in the third quarter increased by 152.63% year-on-year.

Anchor Xiaok from the STAR Market Daily Report brings you the latest news.

【Market Trends】

The United States issues restrictions on high-tech investments in China. Ministry of Foreign Affairs: China strongly opposes.

Foreign Ministry Spokesperson Lin Jian chaired the routine press conference on October 29. A journalist asked about the Biden administration's final decision to restrict US individuals and companies from investing in advanced technologies in China, including semiconductors, quantum computing, and artificial intelligence. What is the Chinese Foreign Ministry's response? Lin Jian stated that China strongly opposes and is extremely dissatisfied with the US's restrictions on investment in China. China has lodged a complaint with the US, will take all necessary measures, and firmly defend its legitimate rights and interests.

The EU has decided to impose a final anti-subsidy tax on autos from China for a period of five years.

The European Commission announced the conclusion of the anti-subsidy investigation and decided to impose a final anti-subsidy tax on imported electric vehicles (BEVs) from China for a period of five years. The relevant decision is expected to be officially announced in the EU Official Journal on October 30 local time, and the anti-subsidy tax will be officially implemented starting on the 31st. The sampled Chinese exporting manufacturers will be subject to the following anti-subsidy tax: BYD: 17.0%; Geely: 18.8%; SAIC Motor Corporation: 35.3%; other cooperative companies will be subject to a 20.7% tariff. Following individual review requests, Tesla will be subject to a 7.8% tariff. All other uncooperative companies will face a 35.3% tariff. The temporary tariffs imposed on imported electric vehicles from China on July 4, 2024 will no longer apply.

The launch of the Shenzhou 19 manned spacecraft was a complete success.

The Shenzhou 19 manned spacecraft successfully separated from the rocket, entered the scheduled orbit, the status of the astronauts is good, and the launch was a complete success.

OpenAI reportedly plans to collaborate with Broadcom and Taiwan Semiconductor to jointly develop its own chips.

According to media reports, sources revealed that OpenAI is collaborating with Broadcom and Taiwan Semiconductor to develop its first in-house chip to support its AI systems. The report mentioned that OpenAI has explored a range of options to diversify chip supply and reduce costs. Sources indicated that the company also plans to use AMD chips alongside NVIDIA chips to meet its rapidly increasing computing power needs. Previously, OpenAI even considered setting up a chip foundry. However, according to sources, considering cost and time constraints, OpenAI has abandoned the foundry plan. Instead, the company plans to focus on in-house chip design work.

Elon Musk's AI firm, xAI, is planning a new round of financing with a valuation of approximately $40 billion.

An informant mentioned that Elon Musk's AI startup company, xAI, is seeking a new round of financing at an estimated valuation of around $40 billion. Just a few months ago, another round of financing brought $6 billion in funds to this startup company. The financing negotiations are still in the early stages, and details may change, with the possibility of negotiations falling through. Including funds raised in the previous round in May, the company was valued at $24 billion, and the latest transaction will signify a significant increase in its valuation, placing it among the highest valued startups in the US.

The global first international standard for stem cell data management has been released.

The 5th China Stem Cell and Regenerative Medicine Collaborative Innovation Platform Conference was held in Beijing on the 29th, focusing on the release of the world's first international standard ISO 8472-1:2024 for stem cell data management jointly developed by experts from multiple countries including China, Japan, South Korea, Germany, the United Kingdom, the United States, and France. This standard addresses issues such as the explosive growth of data in the biotechnology field and inefficient application of massive data sharing. It specifies a framework for stem cell data interoperability, applicable to databases, data management systems, web interfaces, etc., laying a solid foundation for the efficient utilization, international sharing, and interoperability of stem cell massive data. It also provides a system architecture for future international standards development in stem cell data.

AMD's adjusted earnings per share met expectations in the third quarter, but the revenue outlook for the fourth quarter is disappointing.

In the third quarter, AMD's revenue was $6.8 billion, analyst expectations were $6.71 billion; adjusted earnings per share were $0.92, matching analyst expectations; adjusted operating income was $1.72 billion, analysts expected $1.71 billion; adjusted operating profit margin was 25%, analysts expected 25.4%; research and development expenses in the third quarter were $1.64 billion, analysts expected $1.61 billion; projected revenue for the fourth quarter is between $7.2 billion to $7.8 billion, analysts expected $7.55 billion.

Alphabet's third-quarter revenue and earnings per share both exceeded expectations.

Google's parent company Alphabet reported revenue of $88.27 billion in the third quarter, exceeding analysts' expectations of $86.45 billion; earnings per share were $2.12, higher than analysts' expectation of $1.84; Google Cloud revenue was $11.35 billion, surpassing analysts' expectation of $10.79 billion; Google advertising revenue reached $65.85 billion, compared to analysts' expectation of $65.5 billion; YouTube advertising revenue was $8.92 billion, exceeding analysts' expectation of $8.89 billion; revenue from other businesses in the third quarter was $0.388 billion, analysts expected $0.3779 billion; operating profit was $28.52 billion, analysts expected $26.67 billion; revenue excluding traffic acquisition costs in the third quarter was $74.55 billion, analysts expected $72.88 billion.

After the symposium on preventing "internal circulation" malignant competition, it is reported that the five major leading photovoltaic module manufacturers collectively raised prices.

There are market reports indicating that Longi Green Energy's photovoltaic module prices have increased by 1-2 cents/watt. Leading module companies including Trina Solar, JA Solar, Jinko Solar, all have adjusted their shipment prices slightly upwards by 1-3 cents/watt. The companies mentioned did not provide a direct response to the information. According to a responsible person of a major photovoltaic module company, they have not received any instructions to increase overall prices and will adjust according to market conditions. Another PV company executive mentioned that bulk prices have risen by 2-3 cents/watt in certain regions. A top module company representative also mentioned that following anti-monopoly discussions, price increases are becoming a trend. Low-cost competition can lead to quality issues as some companies may cut corners in materials sourcing and production processes to reduce costs, impacting the quality and performance of photovoltaic modules. In the future, it will require joint efforts from the government, industry associations, and companies to promote the healthy and sustainable development of the solar industry.

[Company Overview]

Advanced Micro-fabrication Equipment Inc. China: Net profit in the third quarter increased by 152.63% year-on-year.

Advanced Micro-Fabrication Equipment Inc. China announced that in the third quarter of 2024, the net income attributable to the owners of the parent company was 0.396 billion yuan, a year-on-year increase of 152.63%.

Naura Technology Group: Net income in the third quarter increased by 55.02% year-on-year.

Naura Technology Group released the third quarter report for 2024, achieving operating income of 20.353 billion yuan in the first three quarters, a year-on-year increase of 39.51%; net income of 4.463 billion yuan, a year-on-year increase of 54.72%; and basic earnings per share of 8.4019 yuan. In the third quarter, operating income was 8.018 billion yuan, a year-on-year increase of 30.12%; net income was 1.682 billion yuan, a year-on-year increase of 55.02%.

t&s communications: Net income in the third quarter increased by 99.9% year-on-year

T&S Communications released the third quarter report for 2024, achieving operating income of approximately 0.916 billion yuan in the first three quarters, a year-on-year increase of 47.00%; net income of approximately 0.146 billion yuan, a year-on-year increase of 39.09%. In the third quarter, operating income was approximately 0.406 billion yuan, a year-on-year increase of 74.52%; net income was approximately 66.29 million yuan, a year-on-year increase of 99.90%.

Shenzhen Mindray Bio-Medical Electronics: Net income decreased by 9.31% in the third quarter.

Shenzhen Mindray Bio-Medical Electronics released the third quarter report of 2024, with the company achieving revenue of 29.485 billion yuan in the first three quarters, a year-on-year increase of 7.99%; net income of 10.637 billion yuan, a year-on-year increase of 8.16%. In the third quarter alone, revenue reached 8.954 billion yuan, a year-on-year increase of 1.43%; and net income was 3.076 billion yuan, a year-on-year decrease of 9.31%.

Loongson Technology: Net loss of 0.343 billion yuan in the first three quarters.

Loongson Technology released its Q3 2024 report, achieving revenue of 0.308 billion yuan in the first three quarters, a year-on-year decrease of 21.94%; net income attributable to shareholders of the listed company was -0.343 billion yuan.

Hexin Instrument: Continues to suspend trading for major asset restructuring planning.

Hesin Instruments announced that the company is planning to acquire the controlling rights of Shanghai Liangxi Technology Co., Ltd. by issuing shares and paying cash, while also raising matching funds. After applying to the Shanghai Stock Exchange, the company's stock will continue to be suspended from trading starting from the morning of October 30, 2024. The expected duration of the continued suspension is no more than 5 trading days. During the suspension period, the company will strictly fulfill its disclosure obligations in accordance with relevant laws and regulations based on the progress of the matter.

Chongqing Sokon Industry Group Stock released a statement: The rumors online about the 'Chongqing Sokon Industry Group Stock 520 Plan' are not true.

Chongqing Sokon Industry Group Stock released a statement stating that the recent rumors online about the "Sokon 520 Plan" are not true. Sokon stated that in order to adapt to the transformative development of the new energy autos industry, to inspire the company's management and employees to continuously maintain enthusiasm and a youthful mindset, the company had discussions about the '520 Plan' at an internal meeting, but no plan was formed, let alone formally implemented. Additionally, the online claim that employees leaking the '520 Plan' will be demoted by three levels is also not true.

shanghai microport endovascular medtech(group)co.,ltd.: Intends to repurchase shares ranging from 0.1 billion yuan to -0.2 billion yuan.

Shanghai MicroPort Endovascular Medtech (Group) Co., Ltd. announced a plan to repurchase shares of 0.1 billion yuan to -0.2 billion yuan, with a repurchase price not exceeding 180 yuan per share (inclusive). The repurchased shares will be used in the future at an appropriate time for stock-based incentives or employee stock ownership plans.

[Technology Frontier]

The micro flexible hydrogel lithium-ion battery is coming out.

British scientists have successfully developed a micro flexible lithium-ion battery using biocompatible hydrogel droplets. The battery not only has light activation and rechargeable characteristics, but also can be biodegraded. The research team has stated that this micro battery is expected to shine in various biomedical fields such as drug delivery, cardiac defibrillation, and micro robots. The relevant paper was published in the latest issue of the journal Nature Chemistry Engineering.

Complex carbon molecule 'pyrene' discovered outside the solar system.

American scientists have detected a complex carbon molecule, pyrene, outside the solar system that is crucial for Earth's life. This discovery is expected to reveal the secrets of the compounds needed for Earth's life. The relevant paper was published in the recent issue of the journal Science.

The translation is provided by third-party software.


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